Strategies and Planning for Closely Held and Family Banks-Sp24

Home > GSB Online Seminar Series > Strategies and Planning for Closely Held and Family Banks-Sp24

Home > Schools & Programs > Strategies and Planning for Closely Held and Family Banks-Sp24

Please log-in to purchase.

Purchasing for others?

Learn How

Please log into your account at GSB.org using your own credentials before adding programs to your cart. (If you don't have an account, you'll need to create one; if you have forgotten your password, you can reset it.)

If you'd like to purchase for someone else, or use a payment method associated with another employee, you'll be prompted for that information on a future screen – but please use only your own credentials when making the initial program selection.

Strategies and Planning for Closely Held and Family Banks-Sp24

$275.00

Additional information

Date	04/11/24
Recording Available Until	07/11/24
Presenter	Philip Smith
Company	Consultants and Attorneys, Gerrish Smith Tuck
Target Audience	Board of Directors, CEOs and senior management
Program Time	10:00 am-11:00 am CT
Duration	60 minutes

Closely held and family banks present unique opportunities and challenges, from the strategic planning process to consideration of Subchapter S to implementation of an ESOP and handling board, management and ownership succession issues. This session will identify key areas of concern for closely held and family banks and present ideas and strategies that help improve value.

Topics to be covered include:

• Succession planning
• Organizational structure issues such as holding company and S corp
• The M&A landscape for closely held and family banks

Schools

Forums

Programs & Certificates

Online Seminars

Meet GSB

Current Students

Alumni

Strategies and Planning for Closely Held and Family Banks-Sp24

Additional information

Space is Limited – Check Program Deadlines and Apply Early

Quick Links

Resources